Jackson Insurance & Financial Services

Helping you Create, Protect and Preserve your financial security

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 






Gerald Jackson is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance Lic# 0684486), AZ, ID, OR, WA and WY. No insurance business may be conducted outside these states referenced.

Gerald Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, ID, OR, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jackson Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 










 

 




 

Account Access

View Your Personal Accounts



Personal Folders

Stay-at-Home Spouse? Consider a Spousal IRA

Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.

The Cost of Family Caregiving

A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

HOT TOPIC: The SECURE Act and Your Retirement Savings

A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

More Newsletters →